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Vanguard S&P Mid-Cap 400 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
151
Gotham Asset Management
New York
$362K
1SB
152
1ST Source Bank
Indiana
$359K
FTUS
153
Flow Traders U.S.
New York
$358K +$369K +3,394 New
SIC
154
Samalin Investment Counsel
New York
$352K +$363K +3,337 New
KSWA
155
Kathleen S. Wright Associates
Pennsylvania
$349K +$1.85K +17 +0.5%
CWM
156
Centricity Wealth Management
Ohio
$344K +$354K +3,258 New
RWRC
157
R.W. Roge & Company
New York
$342K
SMA
158
Sage Mountain Advisors
Georgia
$340K
CAG
159
Crestwood Advisors Group
Massachusetts
$339K +$23K +212 +7%
PA
160
Pinnacle Associates
New York
$331K +$2.72K +25 +0.8%
EFG
161
Embree Financial Group
Illinois
$326K +$2.39K +22 +0.7%
WPW
162
Waldron Private Wealth
Pennsylvania
$321K
MWM
163
Mascagni Wealth Management
Mississippi
$320K +$352K +3,243 New
NEPWA
164
New England Private Wealth Advisors
Massachusetts
$314K -$63.5K -584 -16%
TPCW
165
TD Private Client Wealth
New York
$313K +$9.02K +83 +3%
VPP
166
Vertex Planning Partners
Illinois
$306K
EFA
167
Evernest Financial Advisors
Indiana
$304K -$33.2K -306 -10%
PS
168
Principal Securities
Iowa
$302K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$302K
NW
170
NewEdge Wealth
Pennsylvania
$298K
BWM
171
Benchmark Wealth Management
Connecticut
$297K +$4.35K +40 +1%
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$282K -$7.39K -68 -2%
WWA
173
Wealth Watch Advisors
Colorado
$280K +$289K +2,658 New
EH
174
Equitable Holdings
New York
$280K +$14.9K +137 +5%
NL
175
NWAM LLC
Washington
$274K